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Cameron Plese

Strategic Advisers LLC

Albuquerque, NM

Albuquerque, NM

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-15
NM RA APPROVED 2025-07-11
  • TX RA
    APPROVED
    Since 2026-04-15
  • NM RA
    APPROVED
    Since 2025-07-11

Branch Locations

2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • United States

Albuquerque, NM • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Chesapeake VA 10/2014 06/2017
Wendy'S Chesapeake VA 06/2017 09/2017
Unemployed Chesapeake VA 10/2017 03/2018
Tropical Smoothie Chesapeake VA 03/2018 04/2018
Hardee'S Chesapeake VA 05/2018 06/2018
Dunkin' Donuts Chesapeake VA 04/2018 07/2019
Butcher'S Son Chesapeake VA 08/2019 10/2019
Journey'S Chesapeake VA 11/2019 01/2020
Cinema Cafe Chesapeake VA 02/2020 04/2020
Unemployed Chesapeake VA 04/2020 06/2020
Princess Anne County Club Chesapeake VA 06/2020 08/2020
Unemployed Albuquerque NM 08/2020 09/2021
Center For Academic Program Support Albuquerque NM 09/2021 09/2022
Unemployed Albuquerque NM 09/2022 11/2022
Flying Star Albuquerque NM 11/2022 09/2023
Unemployed Albuquerque NM 09/2023 01/2024
Rentah Albuquerque NM 01/2024 06/2024
Unemployed Albuquerque NM 07/2024 12/2024
Fidelity Investments Albuquerque NM 12/2024 Present
  • 10/2014 → 06/2017
    Unemployed
    Chesapeake, VA
  • 06/2017 → 09/2017
    Wendy'S
    Chesapeake, VA
  • 10/2017 → 03/2018
    Unemployed
    Chesapeake, VA
  • 03/2018 → 04/2018
    Tropical Smoothie
    Chesapeake, VA
  • 05/2018 → 06/2018
    Hardee'S
    Chesapeake, VA
  • 04/2018 → 07/2019
    Dunkin' Donuts
    Chesapeake, VA
  • 08/2019 → 10/2019
    Butcher'S Son
    Chesapeake, VA
  • 11/2019 → 01/2020
    Journey'S
    Chesapeake, VA
  • 02/2020 → 04/2020
    Cinema Cafe
    Chesapeake, VA
  • 04/2020 → 06/2020
    Unemployed
    Chesapeake, VA
  • 06/2020 → 08/2020
    Princess Anne County Club
    Chesapeake, VA
  • 08/2020 → 09/2021
    Unemployed
    Albuquerque, NM
  • 09/2021 → 09/2022
    Center For Academic Program Support
    Albuquerque, NM
  • 09/2022 → 11/2022
    Unemployed
    Albuquerque, NM
  • 11/2022 → 09/2023
    Flying Star
    Albuquerque, NM
  • 09/2023 → 01/2024
    Unemployed
    Albuquerque, NM
  • 01/2024 → 06/2024
    Rentah
    Albuquerque, NM
  • 07/2024 → 12/2024
    Unemployed
    Albuquerque, NM
  • 12/2024 → Present
    Fidelity Investments
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03

View on SEC IAPD

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ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM
AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM
LPL FINANCIAL LLC · ALBUQUERQUE, NM

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